Seth Klarman's position in Amazon.com is currently worth $762M. It makes up 13.81% of their stock portfolio and is their biggest holding. The first Amazon.com trade was made in Q2 2022. Since then Seth Klarman bought shares four more times and sold shares on three occasions. The stake costed the investor $711M, netting the investor a gain of 7.2% so far.
Seth Klarman focuses on undervalued and contrarian companies to buy and hold. He cut his fund's stake in Alphabet by more than 40% last quarter, after the st...
Diehard value investor Seth Klarman closed out 2025 overseeing nearly $5.3 billion in assets under management, spread across 22 positions. Baupost Group's Fo...
Insight into Seth Klarman (Trades, Portfolio)'s Fourth Quarter 2025 Investment Decisions Seth Klarman (Trades, Portfolio) recently submitted the 13F filing for
Baupost Group''s 13F portfolio decreased to $5.61B, with top holdings in Liberty Global, Alphabet, and new stakes in Amazon and Dollar General. Read more here.